Broker Check
Milad Naji

Milad Naji

Client Services Manager - Group Benefits, Life & Health Insurance

Milad is dedicated to our clients by focusing on delivering unparalleled value, excellent services, and providing a positive client experience. He is responsible for helping our clients with all aspects of their financial needs.

Milad recently graduated from Loyola Marymount University, Bellarmine College of Liberal Arts with a degree in Political Science. While in school, Milad worked at Nehoray & Drake and LA Law Inc. as an intern/Legal Assistant. After graduation, Milad found himself drawn to the wealth management industry after discovering a passion for helping people, of all backgrounds, in their pursuit of their financial goals. 

Milad is a Bay Area native and currently resides in Alamo, California. If he is not in the office, Milad is composing music and practicing martial arts.